The Regents of the University of California, et al. v. Ameriprise Financial Services, Inc., et al. (San Francisco Superior Case No. PTR-11-294230)

The Regents of the University of California, et al. v. Ameriprise Financial Services, Inc., et al. (San Francisco Superior Case No. PTR-11-294230).  Meade & Schrag represents the U.C. Regents, Blind Babies Foundation and a Class of 75 charities and nonprofit organizations that were beneficiaries of a multimillion dollar living trust created in 2003 by an elderly San Francisco resident named Philip M. Eisenberg. Upon his death, a new living trust surfaced that purportedly left Mr. Eisenberg’s entire estate to his financial adviser’s former registered domestic partner, a man Mr. Eisenberg had only met twice and barely knew.  On September 7, 2012, the San Francisco Superior Court granted final approval to a settlement that provides the Class $3 million immediately and additional monetary benefits in the future.